Review Tax Transactions and Summaries
How to Review Tax Transactions and Summaries in Muhasib ERP
Overview
This guide will help you compare and confirm detailed tax transactions to summarized tax totals and source documents.
You get a reconciled tax dataset for authorized review; the report alone does not constitute filing approval.
Who can do this
You need access to Tax report access and authorized company/tax scope.
Before you start
Know the filing period, tax registrations, set up codes/rates/accounts, inclusive/exclusive rules, returns, adjustments, and expected filing basis.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Muhasib Financials → needed Tax report.
Review Tax Transactions and Summaries
Step 1: Select company, registration, tax type, and exact period
Step 2: Review transaction-level taxable value and tax
Step 3: Match sales, purchases, returns, and adjustments to source documents
Step 4: Reconcile detailed values to each summary category
Step 5: Reconcile tax categories to general-ledger tax accounts
Step 6: Document exclusions, rounding, and filing adjustments
Check your work
Source documents, detailed report, summaries, and tax control accounts agree subject to documented adjustments.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Confirm registration, date basis, and return signs.
- Escalate statutory interpretation to the responsible tax professional.